+231.1%
HOOD vs CCJ
+467.3%
-236.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.1% |
| 7D | +7.7% | +4.2% | +3.6% | +6.0% |
| 30D | +22.0% | +3.2% | +18.8% | +20.9% |
| 3M | +37.6% | -1.8% | +39.4% | +38.8% |
| 6M | +45.3% | -13.5% | +58.8% | +54.0% |
| YTD | +1.9% | +9.7% | -7.8% | -2.4% |
| 1Y | -2.7% | +30.0% | -32.7% | -14.7% |
| 3Y | +973.4% | +172.6% | +800.8% | +575.1% |
| 5Y | +179.3% | +342.9% | -163.7% | +43.0% |
| All | +231.1% | +467.3% | -236.2% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CCJ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling